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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $487,653 | $183,539+165.7% | $155,556+213.5% | $145,897+234.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,475 | $5,315-53.4% | $4,675-47.1% | $4,663-46.9% |
| Participant deferral / active EE | $11,050 | $6,467+70.9% | $5,631+96.2% | $6,689+65.2% |
| Admin fee / account holder | $5,344 | $19,275-72.3% | $15,885-66.4% | $13,390-60.1% |